What is Prestige Wealth Management's NAICS code?

Prestige Wealth Management's NAICS code is 52 (Finance and Insurance).

Insights

Niche Market Focus Prestige Wealth Management specializes in providing personalized financial planning and investment advice to employees of Fortune 500 companies, presenting a targeted opportunity to tailor services for corporate clients and their workforce.

High Certification Standards All advisors hold CFP certifications, demonstrating a commitment to professional excellence and ensuring high-quality advisory services that can be leveraged to attract high-net-worth clients seeking trusted financial guidance.

Limited Employee Base With fewer than one employee on record, the company likely operates with a lean team, indicating potential for scalable growth and the need for strategic partnerships or technology solutions to expand service delivery.

Revenue Potential Generating between 1 million and 10 million dollars in revenue, Prestige Wealth Management presents a mid-sized opportunity to serve affluent individual clients and expand market share within the financial services industry.

Corporate Engagement Opportunities The company's active engagement with corporate HR departments to educate employees on benefits creates openings for expanding onsite financial wellness programs and digital engagement platforms targeting large employer networks.

Prestige Wealth Management Email Formats	Example	Percentage
FLast@prestigewm.com	JDoe@prestigewm.com	38%
LFirst@prestigewm.com	DJohn@prestigewm.com	12%
F.Last@prestigewm.com	J.Doe@prestigewm.com	13%
FLast@prestigewm.com	JDoe@prestigewm.com	37%

Prestige Wealth Management Email Formats

Example

Percentage

FLast@prestigewm.com

JDoe@prestigewm.com

38%

LFirst@prestigewm.com

DJohn@prestigewm.com

12%

F.Last@prestigewm.com

J.Doe@prestigewm.com

13%

FLast@prestigewm.com

JDoe@prestigewm.com

37%

Frequently Asked Questions

Where is Prestige Wealth Management's headquarters located?

Prestige Wealth Management's main headquarters is located at 8631 Eagle Point Boulevard Lake Elmo, Minnesota 55042 United States. The company has employees across 1 continents, including North America.

What is Prestige Wealth Management's phone number?

You can contact Prestige Wealth Management's main corporate office by phone at

+1-651-209-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Prestige Wealth Management's official website and social media links?

Prestige Wealth Management's official website is prestigewm.com and has social profiles on LinkedIn.

What is Prestige Wealth Management's SIC code NAICS code?

Prestige Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Prestige Wealth Management have currently?

As of December 2025, Prestige Wealth Management has approximately 1 employees across 1 continents, including North America. Key team members include Paraplanner/Registered Senior Client Care Specialist: J. R.. Explore Prestige Wealth Management's employee directory with LeadIQ.

What industry does Prestige Wealth Management belong to?

Prestige Wealth Management operates in the Financial Services industry.

What is Prestige Wealth Management's email format?

Prestige Wealth Management's email format typically follows the pattern of FLast@prestigewm.com. Find more Prestige Wealth Management email formats with LeadIQ.

Prestige Wealth Management

Q: How many employees does Prestige Wealth Management have currently?

Prestige Wealth Management has approximately 1 employees.

Financial ServicesMinnesota, United States0-1 Employees

Prestige Wealth Management, Inc. is a Registered Investment Advisor with the Securities Exchange Commission (SEC). We provide planning and investment advice to individuals working and retired from Fortune 500 firms. We have helped corporate employees from companies such as 3M, Imation, Ecolab, Medtronic, Xcel, Travelers, Best Buy, Anderson Corp, and many others. We also work directly with human resources in providing education on employee benefits onsite nationwide. Our advisors are all CFP's. CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. Securities offered through Securities America, Inc. Member FINRA/SIPC. Charles Blossom, Registered Principal, Heidi Helmeke, Registered Representative. Advisory services offered through Prestige Wealth Management. Charles Blossom and Heidi Helmeke, Investment Advisor Representatives. Prestige Wealth Management and the Securities America companies are independent entities. This website is neither an offer to buy nor a solicitation to sell securities or insurance. Representatives are licensed to discuss and/or sell insurance in the following states: AZ, MN, OH, WI. Representatives are licensed to discuss and/or sell securities in the following states: AZ, CA, CO, FL, IA, IL, MA, MN, NC, NE, NJ, NV, OH, OK, PA, RI, SD, TN, TX, WI.

Insights

Similar companies to Prestige Wealth Management

Ameriprise Financial

Fidelity Investments

Goldman Sachs Personal Financial Management

Morgan Stanley Wealth Management

UBS

LPL Financial

Edward Jones